True Wealth Design’s Telephone and Data Systems TDS Stock Holding History

True Wealth Design’s Portfolio TDS Stock Details TDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2	Closed	-$79	–	2808
2025 Q3	$79	Hold	2	–	–	﹤0.01%	2498
2025 Q2	$72	Buy	+2	New	+$70	﹤0.01%	2317

Other funds holding TDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

True Wealth Design's TDS Position: Q4 2025 in Review

True Wealth Design sold out of Telephone and Data Systems (TDS) in Q4 2025, closing a stake of 2 shares — an estimated $79 sold.

True Wealth Design first reported a position in TDS in Q2 2025 and held it in 2 quarters. The position peaked at $79 in Q3 2025. 343 funds tracked by Wall St. Rank hold TDS as of Q4 2025.

True Wealth Design reported no remaining Telephone and Data Systems position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 2 Telephone and Data Systems shares in Q4 2025, an estimated $79.
True Wealth Design first reported a position in Telephone and Data Systems in Q2 2025 and held it in 2 quarters.
True Wealth Design's Telephone and Data Systems position peaked at $79 in Q3 2025.
343 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.